Meet Bill Jeffrey

Financial Services are much like my experiences in water sports: you start off learning the basics and perfecting them in order to graduate to the next level, which is even more exciting. Yes, the progression requires more advanced skills; however, you build on the foundation of successfully achieving the basic skills. As I developed waterman skills over the years since age 5, I've been able to overcome fears and enjoy the ocean in far more ways than I ever imagined. From slalom water skiing competitively, snow skiing/boarding, skateboarding, wakeboarding, skimboarding, surfing, kiteboarding and eFoiling at Anna Maria Island near Tampa Bay, I have been able to build my awareness, confidence, balance, technique, all while keeping protection and safety first.

I feel that same drive propels me to use the financial planning skills I've developed over the years with the same approach for those I build lasting professional and personal relationships with in my community.

My reasons for taking on the challenges of becoming a financial professional are rooted in the desire to overcome my own financial challenges. In my journey I repeatedly saw many friends and family struggling with the same challenges in finding the help they needed to map out their financial future. Proverbs 2:6 says, "For the Lord gives wisdom; from His mouth come knowledge and understanding." For me, this provides the foundation to approach personal finance. Empowered with this awareness, I believe I am better equipped to help people live their life to the fullest God-given purpose with less stress about their finances. Since 1992, it has been my joy to receive clients' comments thanking me for listening carefully to them; my goal has always been to encourage and work with them to consider new ways of thinking about their effectiveness in planning. By focusing on developing a co-creative process, I've found clients are more propelled to understand and discover strategic concepts to implement in pursuit of their financial objectives.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Bill Jeffrey

Principal

(706) 414-7366

billjeffrey@AriseAdvisors.com

Bill Jeffrey has been serving his clients in the financial services industry since 1992 and launched Arise Advisors in 2014. His desire is to assist his clients in unraveling the complexity of their financial lives to help them build and enjoy their wealth while creating a legacy for their families. In working with his clients, Bill believes developing custom strategies to improve their financial well-being can also support their mission of stewardship. He derives tremendous satisfaction in knowing he is helping to make a difference in his community.

Bill holds the designation of Life Underwriters Training Council Fellow (LUTCF) from the American College of Financial Services. In addition, he is an active member of the National Association of Insurance and Financial Advisors (NAIFA). He is a registered investment advisor representative for Brookstone Wealth Advisors.

Prior to his career in financial services, Bill served in the United States Army in the 82nd Airborne Division in numerous operations. A former oceanography student at Old Dominion University in Norfolk Virginia, Bill has a deep love for the ocean and as a 25 year member of the Surfrider Foundation he believes in active protection of our beaches and habitats.

Bill and his wife, Karen value the times they get to spend with their four grown children and four grandchildren. Residing in Fernandina Beach, Florida after 20+ years in Georgia, they are preparing for the next chapter in loving their family and friends while spending more time outdoors with them. He and his wife enjoy worship and fellowship together with their local church as active members in their local community.